Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$100K Hold
2022
Q3
$110K Hold
2022
Q2
$147K Hold
2022
Q1
$402K Sell
2021
Q4
$526K Sell
2021
Q3
$911K Sell
2021
Q2
$1.13M Sell
2021
Q1
$879K Hold
2020
Q4
$842K Hold
2020
Q3
$439K Hold
2020
Q2
$395K Hold
2020
Q1
$200K Buy